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Jose Antonio Fonte

Truist Advisory Services, Inc.

Weston, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-08
  • FL RA
    APPROVED
    Since 2023-11-08

Branch Locations

1200 Weston Rd Fl 2, Weston, FL 33326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St. John Paul Ii High School Boca Raton FL 08/2013 05/2017
Florida Atlantic University Boca Raton FL 05/2017 05/2021
Clarityx Boca Raton FL 01/2021 05/2021
Pabot Llc Boca Raton FL 05/2021 08/2022
Florida International University Miami FL 08/2022 Present
Thrivent Investment Management Inc Minneapolis MN 05/2023 05/2023
Truist Investment Services, Inc. Bal Harbour FL 09/2023 Present
  • 08/2013 → 05/2017
    St. John Paul Ii High School
    Boca Raton, FL
  • 05/2017 → 05/2021
    Florida Atlantic University
    Boca Raton, FL
  • 01/2021 → 05/2021
    Clarityx
    Boca Raton, FL
  • 05/2021 → 08/2022
    Pabot Llc
    Boca Raton, FL
  • 08/2022 → Present
    Florida International University
    Miami, FL
  • 05/2023 → 05/2023
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 09/2023 → Present
    Truist Investment Services, Inc.
    Bal Harbour, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-05
  • S66 Uniform Combined State Law Examination
    2023-09-05

View on SEC IAPD

Other Firms

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IMPACT PARTNERSHIP WEALTH, LLC
INTEGRITY ALLIANCE, LLC.
LIFESPAN FINANCIAL STRATEGIES, INC.
AMELIORA WEALTH MANAGEMENT USA LLC
KOVACK ADVISORS, INC.

Other Investors

REMY LYN JEANNEAU
RICHARD MARTIN ARDUENGO
ARTURO PERRET-GENTIL
STEPHEN MCDONALD SMITH
ANA PATRIZIA HERNANDEZ
JUAN DAVID LENIS
JAEMAIR LOREN ALEX LEWIS
ALAIN DIEGUEZ HERRERA

Other Offices

TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
J.P. MORGAN SECURITIES LLC · WESTON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · WESTON, FL
CITIGROUP GLOBAL MARKETS INC. · WESTON, FL
IMPACT PARTNERSHIP WEALTH, LLC · Weston, FL
INTEGRITY ALLIANCE, LLC. · Weston, FL

More in Weston, FL

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